Strategic Planning 공개
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Smart Planning 101 Podcast ... shedding light on intelligent estate planning, strategic financial decision-making, health care options, and more. Host Nicole Wipp's mission is to educate and inspire people to make better estate, financial, health and business planning choices through knowledge, tools, and specific tactics that ensure a more secure future. Death planning, life planning, long term care planning, business planning, financial. Learn about helping loved ones or aging parents lega ...
 
In the Strategic Financial Leadership podcast, finance expert and former CFO, Steve Coughran, covers the latest in business strategy, corporate finance, and economics. This weekly podcast is a forum for candid conversations with leading voices to discuss the trends, approaches, and innovations shaping the future of business and the finance function. Increasingly, CFOs are mired in detail and complexity at the risk of neglecting true value creation activities – analysis and strategic improvem ...
 
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show series
 
This week on the Strategic Financial Leadership podcast, Steve spoke with Travis Hendrick, the Director of Finance for Goodfellow Bros., Inc. Travis understands the power of combining the numbers side of the business with operations. He is passionate about strategic financial leadership as a lever to drive greater value within organizations. Travis…
 
Those leaders who understand the importance of clear, concise, and repetitive communication and then act upon it are those who drive meaningful impact. Hunter Creech embodies this as the Chief Financial Officer of Barrett Industries, a Colas company, that is a leader in providing innovative infrastructure throughout the United States. Its main busi…
 
This week, Steve had the opportunity to speak with Andrew Nobbay, commercial director of Oxy Low Carbon Ventures. Andrew's advice for future generations is to be kind and give the other person the benefit of the doubt. Andrew is always willing to lend a helping hand, which truly shows through his extensive volunteer experience, including “Best Budd…
 
A good strategy is less about following the latest and greatest trends, but rather is about pursuing a strategy that is right for you. Now that industry boundaries are blurred and the game of business is less about dominating the competition, leaders need to rethink the way they craft strategy and define strategic initiatives that will lead to endu…
 
As talk about digital currency continues to make its way into headlines, many investors are debating the viability, feasibility, and longevity of this new form of money. As a speculative investment, with the potential to replace currency as we know it, individuals need to carefully navigate this new environment from both a finance and legal perspec…
 
In this episode of Strategic Financial Leadership, Steve talked with Michelle Yu former HR executive and corporate ladder climbing “hustler”, turned coach. She has extensive international experience and lead HR operations and launched offices globally in Asia, Europe, and Latin America. At her last job, a global fortune 500 company, she was one of …
 
In this episode of Strategic Financial Leadership Steve talked with Bill Adams about how to move from a transactional role to a thought leadership position that drives meaningful value. Bill is the Chief Financial Officer of NervGen Pharma Corp., a publicly-traded regenerative medicine company dedicated to creating innovative solutions for the trea…
 
Steve had an opportunity to speak with Robin Moriarty, PhD. Robin is a global business executive, author, former professor, and thought leader for businesses and non-profit organizations. She is focused on aligning businesses with opportunities that create positive societal impact because businesses thrive when the communities in which they operate…
 
In this episode of of Strategic Financial Leadership Steve talked with Steven T. Ginsburg. Steven is a successful businessman who has been actively involved in the commercial real estate and hospitality field for over 31 years. He has also been in and around recovery and sobriety since 1988. Today Steven is a champion for change and a success story…
 
In this episode of of Strategic Financial Leadership Steve interviewed Steven Schertz, Chief Financial Officer of Henegan Construction in New York city. Steven is a classic example of a strategic financial leader who understands how to drive value within organizations and lead teams for high performance. Prior to his current role, Steven has served…
 
In this episode of Strategic Financial Leadership Steve had the opportunity to interview Sandra Beaver. Sandra is the Senior Vice President of finance at Experian and was previously a Vice President and Chief Financial Officer of North America Gaming and Interactive for almost 17 years. She earned her bachelor’s in finance and economics from the Is…
 
Steve Coughran had a chance to talk with Sydney Finkelstein, Steven Roth Professor of Management and faculty director of the Tuck Executive Program at the Tuck School of Business at Dartmouth College. Sydney is also a consultant and speaker to senior executives around the globe, as well as an executive coach, focusing on leadership, talent developm…
 
In this episode Steve Coughran had the opportunity to speak with Troy Schroeder. Troy is a walking example of a CFO who has evolved his mindset, skillset, and leadership style to rise up to these new demands in finance. His progressive career spans 25 years, most recently as the CFO and current member of Haselden Construction’s Board of Directors. …
 
In this episode, Steve Coughran had the opportunity to talk with Mihir Desai about his unique perspective on financial literacy and discovering humanity in the world of risk and return. Mihir A. Desai is an award-winning professor of finance at Harvard Business School and a professor of law at Harvard Law School. His areas of expertise include inte…
 
Welcome to the Strategic Financial Leadership Podcast. Join our host, Steve Coughran, a business enthusiast with firsthand experience as an entrepreneur, CFO, author, and advisor in this weekly podcast. Strategic Financial Leadership will be forum for candid conversations with leading voices to discuss the trends, approaches, and innovations that a…
 
When it comes to rare disease and chronic illness, early diagnosis is important for many reasons - but even more so when a person has a condition known as pulmonary hypertension (PH). Why? If left untreated, death is almost certain - and the average length of survival without treatment is three years.http://www.SmartPlanning101.com/28**Doctors are …
 
No one expects bad things to happen to them, or those they love. But real life tells us that bad things happen to good people, every day. This episode is all about planning for an unexpected health crisis, illness, or accident - NO MATTER WHAT YOUR AGE!In this episode, Nicole discusses the two absolutely essential legal documents every person 18 ye…
 
In this episode, expert guest Kevin Weedmark discusses how to think strategically about your home and the financial situation around your home, particularly as it relates to refinancing in today's market.Kevin has been in the real estate and mortgage industry for 18 years. He prides himself on thinking "outside the box" when it comes to helping cli…
 
For several years, there has been a divide among the courts nationwide as to whether or not IRAs that were inherited are protected from creditors or bankruptcy.As of June 12, 2014, we definitively know the answer – and it isn’t an answer most of you will like. The answer, according to the U.S. Supreme Court in Clark v. Rameker is…NO, an inherited I…
 
When it comes to revocable living trusts, people often don't know the options that they may be able to include to protect loved ones. When given these options, however, many people definitely want them! Know the different types of options you can have to help those you love and help ensure your money goes to who you want, when you want, in the way …
 
How do revocable living trusts work? In this episode, host Nicole Wipp discusses what a "RLT" is and the importance of "funding your trust" - a commonly missed step.You will learn:-What the primary purposes of revocable living trusts are-What a revocable living trust does NOT do for you-Common misunderstandings as to how this trust works-What trust…
 
Conventional wisdom related to financial and retirement planning can lead to poor -or even devastating- financial results. What does this mean? What are you being told that is leading you down the wrong path? How can we start to think about our financial future in a way that leads to the best results? Guest Kim Butler, the founder of Partners for P…
 
Irrevocable trusts, traditionally, are estate tax planning devices. Very few Americans in 2014 need estate tax planning, however - less than 2%. Why, then, would you want an irrevocable trust?This series, including part 1 at www.SmartPlanning101.com/20, focuses on a new type of irrevocable trust known as the irrevocable pure grantor trust. In this …
 
...How Using An IPug (TM) Trust Is Like Putting Your Money in A SafeWhat is an Irrevocable Pure Grantor Trust, and why would you want one?In Part 1 of this 2-part series, national asset protection & elder law specialist/CPA/Attorney David J. Zumpano, co-Founder of Lawyers With Purpose LLC, explains the history of trusts, how they work, and why they…
 
Part Five of the 5 Things Adult Children of Aging Parents Need to Know Now -- The Pre-Planning Options That Your Aging Parent Needed Yesterday–This topic somewhat revisits the concept that “basic estate planning isn’t enough” but also addresses the specific types of advanced planning that can make a difference in protecting assets and the ones you …
 
Part Four of the 5 Things Adult Children of Aging Parents Need to Know Now (Episode 18): The Legal Responsibilities An Adult Child May Be Asked To Take On For An Aging Parent (Understand What You Are Getting Into!)–In this episode, Audrey Ehrhardt of ElderCounsel and I talk about the different types of scenarios that make legal decision making nece…
 
What is long term care? How do we plan for our parents' needs as they age - what are our options? In this episode, Audrey Ehrhardt from ElderCounsel and I discuss the many different types of long term care and how to access them. Point being, it is MUCH better to know in advance - be prepared - and not try to figure it out when your loved one has a…
 
In this episode, Audrey Ehrhardt from ElderCounsel and I discuss the fact that people THINK they’ve “gotten it all taken care of” – but we explore the reasons why this is a dangerous assumption, and some of the things you should do about it.-A Will Isn't Enough (And Neither is A Revocable Living Trust)-Your Financial Power of Attorney Needs ReviewR…
 
In this five part series, Nicole and Audrey Ehrhardt, the Office Management Director of the national elder law organization ElderCounsel, discuss the FIVE THINGS adult children of aging parents need to know...now.Planning for the future is essential, especially today with longevity increasing, modern medicine playing a significant role in our livin…
 
In this short episode, family estate planning and elder law attorney discusses how wills tend to have very little relevance for many people these days. Read the show notes:www.SmartPlanning101.com/14Listen to the entire episode related to facts about wills you don't know: www.SmartPlanning101.com/11저자 Estate Planning, Financial Planning, Business Planning, Retirement Planning - with Nicole Wipp
 
In this short episode, nationally recognized pet planning expert Peggy Hoyt shares the "one thing" she wishes EVERY pet owner would do when it comes to planning for their pets. Pet trust, pet legacy planning.Read show notes: www.SmartPlanning101.com/13Listen to the full interview: www.SmartPlanning101.com/10…
 
The continuation of executive leadership coach Steve Frank's family story of his mother's Alzheimer's diagnosis and treatment.What you will learn in this episode:-Steve continues the story of the emergency move of his mother out of the house to an Alzheimer’s memory care facility;-How many Alzheimer’s patients are healthy in body and what the effec…
 
Even though wills are one of the, if not the, most familiar legal document there is, the fact of the matter is, most people don’t really understand how they work.Unfortunately, wrong information gets perpetuated by the talking heads of conventional wisdom…and bad decisions are made as a result. Is a will right for you? Are you sure?This episode is …
 
Even though for many, pets are as dear as children, the laws definitely don't see it that way. Unless you plan, your pet is no more important, legally, than a piece of furniture.That being said, Americans seriously love their pets!According to the American Pet Products Manufacturers Association, 63% of American households have pets. A survey conduc…
 
In this continuation of my discussion with nationally recognized expert on VA Improved Pension, Jim Swain, we continue to discuss the dangers of recommendations and the use of financial products such as annuities for VA Improved Pension (and estate) planning, as well as when you should see an attorney to discuss this benefit, how your financial pow…
 
Learn more about how we can help our elderly Veterans, or their spouses, widows and widowers, that are in need of long term or at home care with a little known, but extremely valuable benefit: the Veteran’s Improved Pension (which is commonly known as “Aid & Attendance”). Jim Swain, a nationally recognized expert on VA Improved Pension planning, di…
 
Certified Exit Coach Bill Black discusses how approaching retirement for business owners can be a time that is difficult, especially when you're used to working. At the same time, however, it is a great opportunity to "re-wire" and do the things you've always wanted to do. The key? Smart Planning!Listen to Bill's entire interview:www.SmartPlanning1…
 
Leadership Coach Steve Frank's "Smart Minute" planning tip is revealed when he discusses taking a leadership role in long term care issues for parents, in light of his experience as both a professional executive leadership coach and his personal experiences with his mother's Alzheimers.Listen to Steve's entire interview, and read our show notes: ww…
 
Bill Black from ExitCoachRadio.com shares the "10 Common Threads of Business Exit Planning" with Nicole; how and why exit planning for business owners is crucial (especially business owners over the age of 50) and how you can maximize your exit by ensuring a smooth, hassle-free, and most importantly LUCRATIVE exit strategy!…
 
Nicole gives advice to anyone contemplating divorce about keeping your head on straight, planning for the rest of your life, understanding what divorce DOESN'T do for you, who you need on your team, and more.저자 Estate Planning, Financial Planning, Business Planning, Retirement Planning - with Nicole Wipp
 
Steve Frank, an executive leadership coach and CEO of Evolution 360, discusses his family's journey after his mother was diagnosed with Alzheimer's. In this interview, he tells us about the challenges the family faced, which -over and above caring for mom - including managing legal and financial issues, helping his father cope with the emotional to…
 
In this episode, host Bert Martinez from Money for Lunch podcast (and soon to be published author of the book "Created to Succeed") interviews Nicole Wipp. In this interview, he asks Nicole several great questions, like - what is the difference between estate planning and elder law? At what age should people be thinking about this? How can people p…
 
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